分析：美债收益率现失控迹象，沃什任初面临“大考”
Odaily星球日报讯 美国国债市场近期剧烈波动，使即将上任的美联储主席凯文·沃什面临上任初期的重要考验。
法国兴业银行美洲研究主管苏布德拉·拉贾帕（Subadra Rajappa）在 5 月 15 日接受彭博电视采访时表示，受通胀加速预期影响，债券收益率走势已出现明显异常。
拉贾帕指出，由伊朗战争引发的能源价格飙升，正在加剧美国的通胀压力，这将使沃什推动降息的空间受到限制，而这一政策方向此前既是他本人支持的，也是美国总统特朗普所要求的。她直言：“我开始有点担心，因为债券收益率看起来确实有些失控了，我们应该认真关注债市释放的信号。”
利率市场的预期也迅速转向。彭博汇编数据显示，交易员目前预计美联储在 12 月前加息的概率接近三分之二。而就在 2 月 27 日，即美国与以色列对伊朗采取军事行动前一天，市场还普遍押注年内将有超过两次降息。（金十）
Disclaimer: OKX Orbit content is provided for informational purposes only. Learn more
Replies
Related Flash News
Blockbeats•9m agoBitcoin's volatility is near its lowest point since 2023, and the crypto market is entering a 'calm breather'
ChainCatcher•31m agoThe outlook for US rate hikes supports the US dollar, while expectations for eurozone rate hikes have decreased
Blockbeats•42m agoAlipay launched the world's first Token Pay service and AI wallet product, unveiling its full-stack AI payment product matrix
币界网•2h agoThe stablecoin market value has surpassed $322 billion, with foreign exchange reserves exceeding 95 countries
Odaily•2h agoTRX broke through $0.375, setting a new high for the year
Blockbeats•2h agoZEC pulled back 8.5% intraday, and a major whale in Hyperliquid was forced down for $1.48 million after 'buying long on dips.'
Blockbeats•2h agoGoogle's fake crypto ads persist despite repeated crackdowns, and phishing sites imitating Uniswap have stolen another $400,000
币界网•3h agoOn Hyperliquid, HYPE spot TWAP orders shifted to selling pressure, with net selling pressure reaching $1.7 million in the next 24 hours
Blockbeats•3h agoUAE giant IHC completed its first institutional-grade dirham stablecoin transaction, amounting to 30 million USD
ChainCatcher•3h ago10x Research: Most Bitcoin treasury companies have significantly compressed their NAV premiums and may enter an era of negative premiums
